Finance internship jobs in Hendersonville, TN

We, the Franke company with its three divisions, are a world's leading supplier of products and services for domestic kitchens, the professional foodservice systems and the convenience store sector as well as for professional coffee making. With around 60 companies, we are at home on five continents. Over 8,000 employees constantly take on new perspectives to identify opportunities and turn them into inspiring, innovative solutions for tomorrow's demands. The Franke Foodservice Systems division is a world-leading supplier of kitchen facilities, equipment and supplies solutions. As a full system manufacturer, distributor and program management partner, we supply global chains in the quick-service restaurant, convenience store and supermarket segments, helping to manage unit growth and upgrade their facilities. About the job SUMMARY Join our dynamic Franke Management/Shared Services division in Smyrna, TN, for an exciting internship opportunity! This is a fantastic chance to develop valuable skills, expand your network, and kick-start your career. We are seeking a highly motivated student or graduate with an agile mindset to join our Franke Shared Services internship program in the Finance department at the Franke Headquarters in Smyrna, TN. This paid internship offers a meaningful experience where interns will work on 1-2 assignments, gaining hands-on experience in financial analysis, budgeting, and reporting. Interns will also receive coaching on meeting etiquette, presentation skills, and have the opportunity to learn from each business unit leader and shadow leadership meetings. At Franke, we recognize the importance of early career exposure, learning, and development. We are committed to helping you achieve these goals. This program also allows us to give back to the community and create a talent pipeline for future entry-level positions. To submit your application for consideration, please apply through this job posting and make sure to include your resume, cover letter, and any necessary academic transcripts. Your tasks ESSENTIAL DUTIES AND RESPONSIBILITIES Our 12-week internship will be based on 4 days (32 hours) per week - 100% in office. It will commence mid-May 2026 and end mid-August, 2026 (exact start date to be determined based on availability) and will enable you to: * Increase your responsibilities and assign challenging projects to you to accelerate your professional development and personal growth. * Have the opportunity to influence stakeholders, bring your strategic thinking and your creativity into play and challenge the status quo! * Shadow meetings with the Senior Leadership Team: work on building professional business platforms * Assist/support projects as needed while working on an assigned internship project * Shadow Cross-Functional Team Week * Review project brief draft; provide feedback * Work on presentation skills and begin creating presentation for end of internship Requirements * Must have an interest in the Finance field. * Must be currently enrolled (full-time or part-time) as a degree-seeking student in their final two years of study within an accredited college or university, or recently graduated within 6-months of the internship start date OR are a veteran of the United States Armed Forces who possesses a high school diploma or its equivalent and has served on active duty for any length of time-in the two years preceding the internship program start date. * Must be in good academic standing (GPA of 3.0 or higher) * Must be at least 18 years of age at the outset of the internship. * Must be authorized to work in the United States. * Must be available during normal working hours. (8a-5pm Central) What we offer you * Compensation for the internship period * A challenging project to lead with continuous exposure to senior leaders * Access to the FRANKE ACADEMY with a broad range of trainings to improve technical as well as soft skills and general knowledge of the company and products * Individual coaching and support * Individual mentoring from a senior leader * Shadowing a senior leader Contact details For more information see: ************** Important information for all executive search companies, headhunters and HR consultants The Franke Group does not accept unsolicited support from headhunters and personnel consultants for our career opportunities. Any CV/resume vitae submitted to Franke or its employees by external recruitment agencies without a valid written recruitment agreement related to the position in question shall be deemed the sole property of our company. In the event that a candidate presented by an agency is hired in our company and there is no prior agreement, no fee will be paid.

Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our summer internship experience. Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Bowling Green Wealth Management team for the summer of 2026. This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory. Primary Responsibilities: Shadow and participate in various types of client presentations Utilize CRM and financial planning software systems Opportunity to obtain e-Money Certification Shadow and assist Financial Advisors with preparation of financial documents and performance reports Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze, etc. Utilize back-end portfolio management software to assist in the organization of account linkups and portfolio maintenance Participate and present in Investment Committee and portfolio subcommittee meetings Learn about and participate in portfolio optimization, rebalancing, and backtesting Conduct independent research and build spreadsheets for financial planning opportunities Work with a team virtually to create a financial planning project or other projects Other duties as assigned. Required Qualifications: Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA Majoring in Financial Planning, Finance, Accounting, or related business degree Be proficient in Microsoft Office Applications Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience Identify with Cerity Partner's mission and demonstrate our core values Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain: Direct exposure to senior leadership and decision-makers. The opportunity to work at one of the fastest-growing RIAs in America. Hands-on training to build and strengthen wealth management and financial planning skills. Experience within a culture that values collaboration, curiosity, and excellence. Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. Approve loans under approved authority limits. Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. Participate in developmental and training activities as well as projects as directed by management. Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: College degree is preferred - finance or business-related field. 10 years' experience in banking/financial services. Knowledge of consumer and commercial banking products. Strong knowledge base relative to consumer and commercial loan documents. Knowledge of compliance and federal banking regulations. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with a strong attention to detail. Ability to work independently and prioritize daily tasks. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Flexibility and ability to multi-task. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

Financial Advisor The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. REQUIRED QUALIFICATIONS: Bachelor's degree 5 years of financial planning and/or investment advisory experience Active Series 7 and 66 licenses Current Life & Health Insurance Licenses Clean U-4 and U-5 history Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred Retention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services Experience with servicing high net worth clients Proficiency with Microsoft Office Suite Excellent verbal, written, presentation, and interpersonal communication skills Experience with relationship management and business development with exceptional follow-up skills Attention to detail, critical thinker and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment Ability and willingness to work with purpose and a strong sense of urgency Self-motivated, positive, and enthusiastic Self-starter with a strong desire to exceed expectations Maintain confidentiality discretion Ability to interact with customers and employees in a friendly and professional manner Ability to effectively work in collaboration with others to achieve business objectives Participate in outside community activities as required working extended hours as needed Willing to grow and be challenged

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. * We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. * Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. * Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. * Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. * Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. * Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. * Approve loans under approved authority limits. * Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. * Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. * Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. * Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. * Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. * Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. * Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. * Participate in developmental and training activities as well as projects as directed by management. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * College degree is preferred - finance or business-related field. * 10 years' experience in banking/financial services. * Knowledge of consumer and commercial banking products. * Strong knowledge base relative to consumer and commercial loan documents. * Knowledge of compliance and federal banking regulations. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with a strong attention to detail. * Ability to work independently and prioritize daily tasks. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Flexibility and ability to multi-task. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

Job Description At Peachtree Planning, financial balance is more than a concept; it is the foundation of how we serve clients and support our advisors. Our mission is to help individuals, families, and closely held businesses build lasting financial confidence. If you're driven, value autonomy in your career, and are passionate about helping others succeed, a financial professional position with our team may be the right next step. Compensation: $60,000 - $100,000 yearly Responsibilities: Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Serve as a collaborative team player willing to further development through continued training opportunities Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Build and maintain relationships through outreach, networking, and community engagement Support the development of personalized financial strategies based on individual client situations Learn to present appropriate planning solutions, including protection and investments, to help clients meet long-term goals Work closely with your team and learn from experienced advisors through collaboration Stay up to date on financial concepts, industry tools, and planning best practices. Maintain a strong commitment to professionalism, ethical standards, and compliance guidelines Qualifications: Up-to-date FINRA Series 7 & 63/66 documents are a bonus Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Requires a Bachelor's degree in business administration, finance, or other related field Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers What We're Looking For 1+ years of experience in financial services or sales (preferred). A strong understanding of financial planning, investment principles, and client service. Excellent communication, relationship-building, and analytical skills. Comfortable with tools such as Microsoft Office, Google Suite, and CRM platforms. Preferred Licenses (or willingness to obtain): Life & Health Insurance License Series 7 Series 66 Compensation & Benefits Contracted Financial Reps are paid a salary (subject to validation based on production) plus additional incentive compensation, creating unlimited earnings potential. Additional subsidies are available during your first 4 contract years while you build clientele, recurring fees, and renewal income. Up to $5000 of activity-based bonuses are also available during your first 60 days of Pre-contract activity. 401(k) + Matching Dental, Vision & Health Insurance Paid Training & Professional Development Referral Program Life Insurance Retirement Plan Compensation Package: Commission pay Experience: Financial concepts: 1 year (Preferred) Location: Brentwood, TN 37027 (On-site position) Why Peachtree? Proven success through mentorship and coaching Ability to create a flexible schedule Part of a National Network for support and development A mission that aligns with helping others reach financial freedom About Company Our History A Firm With Deep Roots: Nearly 40 years ago, Purple Heart recipient and proud University of Georgia alum Bob Mathis took a courageous leap of faith to pursue his version of the American dream, and he started a business - and thus, Peachtree Planning was born. Over the last 4 decades, Bob's vision and the firm's success have been stewarded by multiple generations of owners and financial professionals; consequently, Peachtree Planning continues to be deeply rooted in our communities, actively serving over 30,000 clients. To learn more about the firm, please visit **************************

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Chattanooga, Tennessee;Franklin, Tennessee **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: As a Wealth Management intern, you will work collaboratively with fellow colleagues at Mercer Advisors to provide and ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with a background and/or an interest in client service, financial planning and/or sales. The successful applicant will be comfortable with a client facing role and speaking on the phone. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too! Essential Job Functions: Assist with client service requests and special projects placing the highest priority on client satisfaction. Utilize the Contact Relationship Management system to track client information and data. Support the team with administrative tasks as needed. Act as an onsite dedicated service associate on a wide range of client issues. Research and resolve client concerns in cooperation with local and centralized teams. Adhere to all compliance/risk procedures and follow corporate and industry protocols. Ensure that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements. Assist Director in performing daily key activities for the local office(s). Contribute to a positive and empowering environment across teams. Other duties as needed. Required Knowledge, Skills and Abilities: Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master's program. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Ability to work independently and as part of a team. High level of integrity and professionalism. Interest and/or passion for development of financial services industry knowledge. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Work Schedule: Full-time in office - Monday through Friday, 8:00AM to 5:00PM Rate: $20/hr. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionSalary: ITS NOT GOING OUT OF OUR WAY; IT IS OUR WAY! At United Communications, weve been connecting Middle Tennessee communities for over 75 years. What began as a rural telephone service in 1947 has evolved into one of the regions fastest, most reliable internet providersrecognized by Broadband Now for top speeds and customer satisfaction. We deliver fiber, fixed wireless, and DSL solutions with a personal, local touch. In partnership with Middle Tennessee Electric, were expanding broadband access to underserved areas, making this an exciting time to join our growing team and build your career. WHY UNITED? Award-Winning Culture: 2023 & 2024 Best Places to Work Trusted Local Employer for over 75 Years: 4.7 Google Star Rating Commitment to Employee Well-Being & Satisfaction: Employee-Focused Benefit Offerings Top 100 Fiber-To-The-Home Leader 401k + Match, HSA, and more! SUMMARY The Financial Analyst is a key partner across the organization, providing analysis, insights, and reporting to support strategic decisions. This role leads financial reporting, prepares board and leadership presentations, and collaborates with department heads to evaluate performance and identify improvement opportunities. The ideal candidate has strong analytical and communication skills, with advanced Excel and financial system proficiency to turn complex data into actionable insights that drive growth and efficiency. POSITION SCHEDULE AND ONSITE REQUIREMENTS This is a direct-hire, full-time position located at our Murfreesboro, TN office, with hybrid flexibility available after training. ESSENTIAL DUTIES AND RESPONSIBILITIES Duties include the following, but other duties may be assigned as required. Prepare and support the development of monthly financial management reports, including budget-to-actual analysis, variance explanations, and key performance metrics for department leaders and executive management. Create and deliver clear, insightful financial presentation materials for management and Board-level meetings, translating complex data into understandable narratives that highlight performance drivers, trends, risks, and opportunities. Collaborate cross-functionally with department leaders to gather financial inputs, analyze business performance, and support decision-making through variance analysis, forecasting updates, and scenario modeling. Identify opportunities to improve reporting accuracy and efficiency, contributing to the enhancement of automated tools, dashboards, and streamlined reporting processes. Conduct detailed financial analyses, including revenue and expense trends, labor productivity, capital spending, return-on-investment reviews, and evaluation of growth or cost-optimization initiatives. Ensure strong data integrity across financial reporting systems by reviewing inputs, validating results, and helping maintain timely and accurate delivery of key financial metrics. Support ad hoc financial and operational analyses requested by leadership to inform strategic planning, business cases, and operational performance reviews. WHAT YOU BRING Bachelors degree in Accounting, Finance, Economics, or a related business field required; an advanced degree or professional certification (e.g., MBA, CPA, CFA) is a plus. Minimum of 3 years of progressive experience in financial analysis, budgeting, or FP telecommunications industry experience is a plus. Advanced proficiency in Microsoft Excel (including complex formulas, pivot tables, and data modeling) and strong working knowledge of Microsoft Word, Outlook, and PowerPoint. Proficiency with financial systems, ERP platforms, and business intelligence tools (e.g., Power BI, Tableau, or similar); ability to develop and automate financial reports is preferred. Strong analytical, problem-solving, and communication skills, with the ability to interpret and present complex financial data and support strategic decision-making. Ability to collaborate effectively across departments, including with senior and executive leadership. Want to learn more about who we are, explore our core values, and discover additional career opportunities? Visit us at ************** and join us in building the future of connectivity.

Position Description Job Title: Controller & Financial AnalystCompany: S3 Recycling SolutionsLocation: Springfield, TN - OnsiteReports To: COO (or CEO) Job SummaryThe Controller & Financial Analyst is a multifaceted role responsible for the daily management of financial operations, as well as providing strategic financial analysis to drive business growth. This individual will oversee all accounting functions, ensure financial compliance, and provide leadership with the data and insights necessary for informed decision-making. The ideal candidate is a hands-on, detail-oriented leader with a strong technical accounting background and exceptional analytical skills. This is a department of one. The Controller & FinancialAnalyst will be the financial team. Essential Duties and Responsibilities Financial Operations and Reporting (Controller Functions): Accounting Oversight: Manage all accounting operations, including billing, accounts receivable, accounts payable, payroll, and general ledger. QuickBooks is the main platform we run on. The Controller & Financial Analyst will own collections directly and not just oversee accounts receivable. Financial Statements: Prepare and publish accurate and timely monthly, quarterly, and annual financial statements, including income statements, balance sheets, and statements of cash flow. Month-End and Year-End Close: Coordinate and complete the month-end and year-end closing processes efficiently. Internal Controls: Develop, document, and enforce business processes and accounting policies to maintain and strengthen internal controls. The Controller & Financial Analyst will be responsible for vendor management. Compliance: Manage and comply with local, state, and federal government reporting requirements and tax filings. Financial Analysis and Strategy (Financial Analyst Functions): Budgeting and Forecasting: Lead the company's budgeting, financial forecasting, and long-range planning processes. Reporting: Prepare monthly, quarterly, and annual reporting for Clients as needed utilizing data from the ERP system and financial records. Cash reporting has a set rhythm with weekly and monthly updates. The Controller & Financial Analyst will also report during S3 Board meetings. Performance Analysis: Analyze financial data to identify trends, variances, and opportunities for improvement. Produce management reports, scorecards, and dashboards for stakeholders. Cost Management: Monitor expenditures and perform cost-benefit analysis to identify and implement cost-saving measures and improve operational efficiency. Strategic Guidance: Provide financial insights and strategic recommendations to senior leadership to guide decision-making and support the company's strategic goals. Financial Modeling: Develop and maintain financial models to support business scenarios, new initiatives, and capital expenditure decisions. Cash Flow Management: Monitor and evaluate the company's cash flow and develop strategies to optimize working capital. Qualifications Experience: [5+] years of progressive experience in accounting and finance, with a demonstrated history of both controller and financial analysis functions. Education: Bachelor's degree in Accounting, Finance, or a related field. CPA or CMA designation is highly preferred. Technical Skills: Deep understanding of Generally Accepted Accounting Principles (GAAP) and regulatory reporting requirements. Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, financial modeling). Experience with accounting software (e.g., QuickBooks, NetSuite) and business intelligence tools (e.g., Tableau, Power BI). Leadership and Communication: Exceptional communication and leadership skills with the ability to present complex financial information clearly to both financial and non-financial audiences. Analytical Abilities: Strong analytical and problem-solving skills, with a keen attention to detail. Soft Skills: Must be highly organized, self-motivated, and able to manage multiple priorities effectively in a fast-paced environment. Type: Full-time

Consolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company's goals and financial standing Provide creative alternatives and recommendations to reduce costs and improve financial performance Assemble and summarize data to structure sophisticated reports on financial status and risks Develop financial models, conduct benchmarking and process analysis Conduct business studies on past, future and comparative performance and develop forecast models Identify trends, advise company and recommend actions to a senior financial analyst based on sound analysis Track and determine financial status by analyzing actual results in comparison with forecasts Reconcile transactions by comparing and correcting data

Job Title Financial Aid Analyst Department Financial Aid and Scholarships Salary $38,733 - $47,643; commensurate with experience Job Summary/Basic Function 1) Determine student and parent eligibility and award Federal Direct Loans in the Banner system. Calculate award amounts within the assigned Cost of Attendance to ensure the aid package meets federal guidelines. Originate the loan records in compliance with federal regulations. 2) Calculate and certify eligibility for private / alternative loans. 3) Research student loan information through the utilization of various student aid databases, including Common Origination and Disbursement (COD), the National Student Loan Data System (NSLDS), and ELM. 4) Review rejected loan transactions and resolve loan processing and disbursement issues. 5) Provide loan-related guidance to the MT One Stop and inform students and parents regarding eligibility for federal and private / alternative student loans. Required Education High School diploma or High School Equivalency (HSE) required. Required Related Experience Two years of progressively responsible experience in an office / customer service environment required. A bachelor's degree may be considered in lieu of work experience. Desirable Related Experience Associate Degree (or higher). Knowledge of policies, regulations, and practices for awarding federal and private/alternative loans. Experience using the Banner System, federal Common Origination & Disbursement system, National Student Loan Data System, and ELM. Documents Needed to Apply Cover Letter & Resume Required MTSU offers a comprehensive benefits package, including but not limited to the following: Sick Leave Vacation Leave for Administrative/Classified Staff/12-month Faculty 13 paid University holidays Medical, dental, vision, and life insurance Retirement plans Optional 401K and 403B Deferred Compensation Plans Educational benefits for the employee and their spouse and dependents Click here for additional information. MTSU is an equal opportunity employer. All qualified individuals are encouraged to apply. Proof of U.S. citizenship or eligibility for U.S. employment is required before employment (Immigration Control Act of 1986). Clery Act crime statistics for MTSU are available at ***************************************************** or by contacting MTSU Public Safety at **************. MTSU is a Tobacco & Drug-Free campus. This position requires a criminal background check. Therefore, you will be required to provide information about your criminal history to be considered. For individuals requiring reasonable accommodation to apply: In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation to apply for a position with MTSU, please call ************ or email ************. Application Review Date: October 20, 2025

Essential Principal Duties (non-exempt) or Essential Accountabilities (exempt) Monitors, analyzes, and manages operating costs to ensure financial efficiency and alignment with organizational budgetary objectives. Collaborates with Cross-Functional teams to identify cost-saving opportunities and ensure adherence to established cost-management protocols. Provides clear, data-driven financial insights and reporting to support strategic decision-making and sustain profitability. Prepares, monitors, and refines budgets and forecasts to maintain alignment with financial targets and project milestones. Tracks and evaluates actual expenditures against budgeted amounts to identify variances, determine root causes, and recommend corrective actions. Develops and implements cost-control strategies to improve operational efficiency and reduce waste across departments and projects. Supports monthly and annual accounting close processes, including the preparation of reclassification and accrual journal entries. Provides departmental support for capital project management and inventory tracking Essential Principal Skills and Abilities This position requires strong technical, communication, and interpersonal skills. The position will be able to perform advanced or specialized work that requires knowledge of manufacturing operations and systems. The position will be able to develop nonstandard reports and analysis, provide work direction to others, and design accounting information systems needed for new processes. The incumbent must possess the ability to understand complex accounting issues and provide effective leadership and consultation to others. Education and/or Experience 3+ years experience in accounting is desired. Bachelor's degree in accounting is required. Essential Physical, Sensory and Mental Requirements Incumbent will sit six hours, stand one hour, and walk one hour a day. May lift and carry up to 15 pounds five minutes per day. Will use telephone one hour per day. Will use computer at least four hours per day. Requires good vision, hearing, and speaking. Must read, write, and do math. Will primarily work indoors at a desk within a comfortable office environment; however must be able to also work in the plant environment periodically.

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. Approve loans under approved authority limits. Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. Participate in developmental and training activities as well as projects as directed by management. Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: College degree is preferred - finance or business-related field. 10 years' experience in banking/financial services. Knowledge of consumer and commercial banking products. Strong knowledge base relative to consumer and commercial loan documents. Knowledge of compliance and federal banking regulations. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with a strong attention to detail. Ability to work independently and prioritize daily tasks. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Flexibility and ability to multi-task. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

IT'S NOT GOING OUT OF OUR WAY; IT IS OUR WAY! At United Communications, we've been connecting Middle Tennessee communities for over 75 years. What began as a rural telephone service in 1947 has evolved into one of the region's fastest, most reliable internet providers-recognized by Broadband Now for top speeds and customer satisfaction. We deliver fiber, fixed wireless, and DSL solutions with a personal, local touch. In partnership with Middle Tennessee Electric, we're expanding broadband access to underserved areas, making this an exciting time to join our growing team and build your career. WHY UNITED? Award-Winning Culture: 2023 & 2024 Best Places to Work Trusted Local Employer for over 75 Years: 4.7 Google Star Rating Commitment to Employee Well-Being & Satisfaction: Employee-Focused Benefit Offerings Top 100 Fiber-To-The-Home Leader 401k + Match, HSA, and more! SUMMARY The Financial Analyst is a key partner across the organization, providing analysis, insights, and reporting to support strategic decisions. This role leads financial reporting, prepares board and leadership presentations, and collaborates with department heads to evaluate performance and identify improvement opportunities. The ideal candidate has strong analytical and communication skills, with advanced Excel and financial system proficiency to turn complex data into actionable insights that drive growth and efficiency. POSITION SCHEDULE AND ONSITE REQUIREMENTS This is a direct-hire, full-time position located at our Murfreesboro, TN office, with hybrid flexibility available after training. ESSENTIAL DUTIES AND RESPONSIBILITIES Duties include the following, but other duties may be assigned as required. Prepare and support the development of monthly financial management reports, including budget-to-actual analysis, variance explanations, and key performance metrics for department leaders and executive management. Create and deliver clear, insightful financial presentation materials for management and Board-level meetings, translating complex data into understandable narratives that highlight performance drivers, trends, risks, and opportunities. Collaborate cross-functionally with department leaders to gather financial inputs, analyze business performance, and support decision-making through variance analysis, forecasting updates, and scenario modeling. Identify opportunities to improve reporting accuracy and efficiency, contributing to the enhancement of automated tools, dashboards, and streamlined reporting processes. Conduct detailed financial analyses, including revenue and expense trends, labor productivity, capital spending, return-on-investment reviews, and evaluation of growth or cost-optimization initiatives. Ensure strong data integrity across financial reporting systems by reviewing inputs, validating results, and helping maintain timely and accurate delivery of key financial metrics. Support ad hoc financial and operational analyses requested by leadership to inform strategic planning, business cases, and operational performance reviews. WHAT YOU BRING Bachelor's degree in Accounting, Finance, Economics, or a related business field required; an advanced degree or professional certification (e.g., MBA, CPA, CFA) is a plus. Minimum of 3 years of progressive experience in financial analysis, budgeting, or FP&A; telecommunications industry experience is a plus. Advanced proficiency in Microsoft Excel (including complex formulas, pivot tables, and data modeling) and strong working knowledge of Microsoft Word, Outlook, and PowerPoint. Proficiency with financial systems, ERP platforms, and business intelligence tools (e.g., Power BI, Tableau, or similar); ability to develop and automate financial reports is preferred. Strong analytical, problem-solving, and communication skills, with the ability to interpret and present complex financial data and support strategic decision-making. Ability to collaborate effectively across departments, including with senior and executive leadership. Want to learn more about who we are, explore our core values, and discover additional career opportunities? Visit us at ************** and join us in building the future of connectivity.